Boyd Watterson Asset Management’s Phillips 66 PSX Stock Holding History

Boyd Watterson Asset Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Sell	11,152 -85	-0.8%	-$14.6K	0.51%	47
2026 Q1	$2.05M	Hold	11,237	–	–	0.63%	42
2025 Q4	$1.45M	Sell	11,237 -103	-0.9%	-$13.9K	0.42%	50
2025 Q3	$1.54M	Buy	11,340 +33	+0.3%	+$4.23K	0.46%	53
2025 Q2	$1.35M	Hold	11,307	–	–	0.42%	55
2025 Q1	$1.4M	Sell	11,307 -52	-0.5%	-$6.41K	0.45%	56
2024 Q4	$1.29M	Buy	11,359 +250	+2%	+$31.8K	0.36%	58
2024 Q3	$1.46M	Hold	11,109	–	–	0.4%	58
2024 Q2	$1.57M	Hold	11,109	–	–	0.45%	48
2024 Q1	$1.81M	Hold	11,109	–	–	0.65%	43
2023 Q4	$1.48M	Sell	11,109 -40	-0.4%	-$4.78K	0.58%	44
2023 Q3	$1.34M	Sell	11,149 -36	-0.3%	-$4.04K	0.59%	47
2023 Q2	$1.07M	Sell	11,185 -150	-1%	-$14.6K	0.42%	60
2023 Q1	$1.15M	Sell	11,335 -1,198	-10%	-$122K	0.47%	56
2022 Q4	$1.3M	Hold	12,533	–	–	0.54%	52
2022 Q3	$1.01M	Sell	12,533 -126	-1%	-$10.7K	0.46%	54
2022 Q2	$1.04M	Sell	12,659 -209	-2%	-$19.3K	0.44%	56
2022 Q1	$1.11M	Buy	12,868 +450	+4%	+$37.9K	0.41%	66
2021 Q4	$900K	Sell	12,418 -138	-1%	-$10.4K	0.3%	85
2021 Q3	$879K	Buy	12,556 +141	+1%	+$10.2K	0.32%	86
2021 Q2	$1.06M	Sell	12,415 -46	-0.4%	-$3.88K	0.43%	76
2021 Q1	$1.02M	Buy	12,461 +46	+0.4%	+$3.61K	0.44%	72
2020 Q4	$868K	Buy	12,415 +1,050	+9%	+$61.6K	0.41%	73
2020 Q3	$589K	Sell	11,365 -2,195	-16%	-$134K	0.32%	81
2020 Q2	$975K	Buy	13,560 +2,685	+25%	+$190K	0.66%	48
2020 Q1	$583K	Buy	10,875 +2,910	+37%	+$237K	0.48%	64
2019 Q4	$887K	Buy	7,965 +5	+0.1%	+$562	0.58%	55
2019 Q3	$815K	Sell	7,960 -44	-0.5%	-$4.41K	0.57%	58
2019 Q2	$749K	Sell	8,004 -565	-7%	-$50.7K	0.51%	62
2019 Q1	$816K	Buy	8,569 +750	+10%	+$71.3K	0.52%	60
2018 Q4	$674K	Sell	7,819 -1,930	-20%	-$189K	0.49%	66
2018 Q3	$1.1M	Sell	9,749 -75	-0.8%	-$8.67K	0.63%	48
2018 Q2	$1.1M	Hold	9,824	–	–	0.63%	45
2018 Q1	$942K	Hold	9,824	–	–	0.47%	58
2017 Q4	$994K	Buy	9,824 +44	+0.4%	+$4.18K	0.48%	59
2017 Q3	$896K	Sell	9,780 -60	-0.6%	-$5.08K	0.44%	64
2017 Q2	$814K	Sell	9,840 -1,100	-10%	-$86.4K	0.42%	69
2017 Q1	$867K	Sell	10,940 -117	-1%	-$9.43K	0.43%	72
2016 Q4	$955K	Sell	11,057 -265	-2%	-$22K	0.51%	57
2016 Q3	$912K	Buy	11,322 +954	+9%	+$74.2K	0.45%	66
2016 Q2	$823K	Sell	10,368 -46	-0.4%	-$3.76K	0.39%	73
2016 Q1	$902K	Sell	10,414 -495	-5%	-$40.2K	0.44%	65
2015 Q4	$892K	Sell	10,909 -5,030	-32%	-$434K	0.42%	71
2015 Q3	$1.23M	Sell	15,939 -6,023	-27%	-$479K	0.52%	60
2015 Q2	$1.77M	Buy	21,962 +20	+0.1%	+$1.59K	0.69%	50
2015 Q1	$1.73M	Buy	21,942 +1,950	+10%	+$143K	0.69%	46
2014 Q4	$1.43M	Buy	19,992 +3,344	+20%	+$247K	0.61%	46
2014 Q3	$1.35M	Buy	16,648 +225	+1%	+$18.7K	0.59%	47
2014 Q2	$1.32M	Hold	16,423	–	–	0.57%	50
2014 Q1	$1.27M	Buy	16,423 +2,270	+16%	+$173K	0.59%	44
2013 Q4	$1.09M	Sell	14,153 -399	-3%	-$26.6K	0.51%	51
2013 Q3	$841K	Buy	14,552 +289	+2%	+$16.8K	0.4%	64
2013 Q2	$840K	Buy	+14,263	New	+$896K	0.43%	63

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boyd Watterson Asset Management's PSX Position: Q2 2026 in Review

Boyd Watterson Asset Management reduced its Phillips 66 (PSX) stake by 0.76% in Q2 2026, selling an estimated $14.6K and leaving 11,152 shares worth $1.89M. The position accounts for 0.51% of the portfolio, ranked #47.

Boyd Watterson Asset Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.05M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Boyd Watterson Asset Management held 11,152 shares of Phillips 66 worth $1.89M as of Q2 2026.
Boyd Watterson Asset Management sold 85 Phillips 66 shares in Q2 2026, an estimated $14.6K.
Phillips 66 made up 0.51% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #47 holding.
Boyd Watterson Asset Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Boyd Watterson Asset Management's Phillips 66 position peaked at $2.05M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.